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Manage your CDATA External Integration settings.
View all settings for the data integration with CDATA external data apps.
Display all CDATA External Integration settings in one location. This makes it easy to manage these settings.
Your user account or group membership must have the "Settings: View Settings" permission to view External Integration settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to view all CDATA External Integration settings to synchronize users in your organization:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
Click the External Integrations tab. The External Integrations tab displays all authorized External Integrations.
The External Integrations tab displays the following information in tabular format about External Integrations settings:
Setting: The Setting column displays the CDATA setting name.
Configuration: The Configuration column displays if a driver has been authorized.
Use the Search setting to filter CDATA settings that display.
Click the +Driver button. See Add a Driver.
Add a CDATA driver of an external registration.
Use the +Driver button to add a driver of a CDATA External Registration.
Follow these steps to add a CDATA driver for an External Registration:
From the Select a Driver dropdown, select one of the following CDATA drivers:
DocuSign
GitHub
Slack
Microsoft Excel
Click Add Driver.
Filter all CDATA External Integrations in your server to find that one you need.
Use the Search function to filter all External Integration from the External Integration page based on your entered text.
Follow these steps to search for a CDATA External Integration:
In the Search setting, enter the Setting name to filter by External Integration name.
Click the Settings iconfrom the left sidebar. The Settings page displays a tab for each setting.
Click the Edit icon. See Configure an External Registration.
Click the Copy to Clipboard icon. See Copy an External Registration.
Click the Delete icon. See Remove an External Registration.
See the permissions or ask your Administrator for assistance.
​. The External Registrations tab displays.
Click the +Driver button. The Add Driver window displays.
Click the Edit icon. See .
See the permissions or ask your Administrator for assistance.
​. The External Integrations tab displays.
Click the Search iconor press enter. The CDATA External Integrations display that match your entered text.
Configure credentials to connect to the CDATA External Integration for Slack.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Before proceeding, ensure that you have the client ID and client secret from your registered Slack driver.
Follow these steps to connect to the Slack server:
View your CDATA External Integrations. The External Integrations tab displays.
In the Client ID setting, enter the client ID from your registered Slack driver. If testing Slack to get the client ID, see Creating a Slack App.
In the Client Secret setting, enter the client secret from your registered Slack driver. If testing Slack to get the client secret, see Creating a Slack App.
Click Authorize. If authorization is successful, the External Integrations page lists Slack as authorized.
Configure credentials to connect to the CDATA External Integration for DocuSign.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Before proceeding, ensure that you have the client ID and client secret from your registered DocuSign driver.
Follow these steps to connect to the DocuSign server:
View your CDATA External Integrations. The External Integrations tab displays.
In the Client ID setting, enter the client ID from your registered DocuSign driver. If testing DocuSign to get the client ID, see Enable OAuth for Connect.
In the Client Secret setting, enter the client secret from your registered DocuSign driver. If testing DocuSign to get client secret, see Enable OAuth for Connect.
Enable Use Sandbox if you are using a sandbox account.
Click Authorize. If authorization is successful, the External Integrations page lists DocuSign as authorized.
Delete a CDATA External Integration configuration.
Deleting a CDATA External Integration cannot be undone.
Follow these steps to delete a CDATA External Integration:
Click Confirm to delete the CDATA External Integration.
Configure credentials to connect to the CDATA External Integration for GitHub.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
Before proceeding, ensure that you have the client ID and client secret from your registered GitHub driver.
Follow these steps to connect to the GitHub server:
In the Repository Name setting, enter the GitHub repository name to restrict query results.
In the User Login setting, enter the GitHub user name to restrict query results.
Click Authorize. If authorization is successful, the External Integrations page lists GitHub as authorized.
Configure credentials to connect to the CDATA External Integration for Microsoft Excel.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
Before proceeding, ensure that you have the client ID and client secret from your registered Microsoft Excel driver.
Follow these steps to connect to the Microsoft Excel server:
From the Connection Type dropdown, select the service for storing and retrieving Microsoft Excel files such as Amazon S3, Azure Blog Store, Box, Dropbox, Google Cloud Storage, Google Drive, OneDrive, or SharePoint REST.
In the URI setting, enter the Uniform Resource Identifier (URI) for the Microsoft Excel resource location.
Click Authorize. If authorization is successful, the External Integrations page lists Microsoft Excel as authorized.
Click the Edit iconfor the Slack setting. The Slack screen displays.
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
Click the Edit iconfor the Docusign setting. The DocuSign screen displays.
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
See the permissions or ask your Administrator for assistance.
. The External Integrations tab displays.
Click the Delete iconfor your External Integration. The Caution! window displays.
See the permissions or ask your Administrator for assistance.
.
. The External Integrations tab displays.
Click the Edit iconfor the GitHub setting. The GitHub screen displays.
In the Client ID setting, enter the client ID from your registered GitHub driver. If testing GitHub to get the client ID, see .
In the Client Secret setting, enter the client secret from your registered GitHub driver. If testing GitHub to get the client secret, see .
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
See the permissions or ask your Administrator for assistance.
.
. The External Integrations tab displays.
Click the Edit iconfor the Microsoft Excel setting. The Microsoft Excel screen displays.
In the Client ID setting, enter the client ID from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client ID, see .
In the Client Secret setting, enter the client secret from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client secret, see .
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
Copy to clipboard a CDATA External Integration.
Copy to clipboard CDATA External Integration configurations to have this information in another environment or for testing purposes.
Your user account or group membership must have the "Settings: Update Settings" permission to copy External Integration settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to copy CDATA External Integration configurations:
​View your CDATA External Integrations. The External Integrations tab displays.
Click the Copy to Clipboard iconfor your CDATA External Integration settings to copy. The following message displays: The setting was copied to your clipboard.